RIG
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RiverFront Investment Group’s Travelers Companies TRV Stock Holding History

RiverFront Investment Group’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Buy
3,819
+701
+22% +$205K 0.02% 188
2025
Q4 		$904K Sell
3,118
-83
-3% -$23.4K 0.01% 174
2025
Q3 		$894K Buy
3,201
+539
+20% +$144K 0.02% 162
2025
Q2 		$712K Buy
2,662
+1,221
+85% +$322K 0.01% 173
2025
Q1 		$381K Buy
1,441
+395
+38% +$98.4K 0.01% 216
2024
Q4 		$252K Buy
+1,046
New +$261K 0.01% 216

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RiverFront Investment Group's TRV Position: Q1 2026 in Review

RiverFront Investment Group increased its Travelers Companies (TRV) stake by 22% in Q1 2026, buying an estimated $205K and bringing the position to 3,819 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #188.

RiverFront Investment Group first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • RiverFront Investment Group held 3,819 shares of Travelers Companies worth $1.11M as of Q1 2026.
  • RiverFront Investment Group bought 701 Travelers Companies shares in Q1 2026, an estimated $205K.
  • Travelers Companies made up 0.02% of RiverFront Investment Group's portfolio in Q1 2026, its #188 holding.
  • RiverFront Investment Group first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.